Beaumont Asset Management, L.L.C. MOAT Holdings History
Beaumont Asset Management, L.L.C.'s VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, Beaumont Asset Management, L.L.C. held 249,495.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $21.96 Mil. This investment constitutes 13.26% of their stock portfolio, and Beaumont Asset Management, L.L.C. now holds 0.17% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2019Q4. And since then Beaumont Asset Management, L.L.C. has made 11 purchases of MOAT, at an average price of $58.42, for a total of 371,932.00 shares. In addition, there have been 10 sales at an average price of $69.36 for 122,437.00 shares. Based on historical transaction data and MOAT's current price of $97.30, Beaumont Asset Management, L.L.C.'s estimated gain on his MOAT holdings is $11.04 Mil, reflecting a 50.81% gain to date.
Beaumont Asset Management, L.L.C. MOAT ($97.30) Holding Chart
Beaumont Asset Management, L.L.C. MOAT ($97.30) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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